Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NU (Nu Holdings Ltd.) | -14.76% | 20.73% | 45.74% | NA | NA | NA | NA | … | … |
Data as of 03/16/2026, Common starting date is 12/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NU (Nu Holdings Ltd.) | 12/09/2021 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.73 | 20.73 | 45.74 | NA | NA | NA | NA | … | … | -14.76 | 60.81 | 24.37 | 104.67 | -56.61 | -9.20 |
| Sharpe Ratio | NA | 0.47 | 1.01 | NA | NA | NA | NA | … | … | -1.27 | 1.32 | 0.52 | 2.41 | -0.63 | -0.84 |
| Standard Deviation(%) | NA | 40.43 | 41.87 | NA | NA | NA | NA | … | … | 45.08 | 45.44 | 40.18 | 42.39 | 92.47 | 96.05 |
| Draw Down(%) | NA | 25.96 | 39.58 | NA | NA | NA | NA | … | … | 25.96 | 31.18 | 35.56 | 21.91 | 67.55 | 24.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/16/2026, Common starting date is 12/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NU (Nu Holdings Ltd.) |
9.87%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NU (Nu Holdings Ltd.) |
60.22%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart